领益智造连续5个季度双位数增长，AI眼镜业务“百镜大战镜镜有我”

Core Insights - The company reported a revenue of 11.494 billion yuan for Q1 2025, marking a year-on-year growth of 17.11% [1] - Net profit attributable to shareholders reached 565 million yuan, up 23.52% year-on-year, while the net profit excluding stock incentive expenses was 641 million yuan, reflecting a 37.59% increase [1] - The company has achieved over 100 billion yuan in quarterly revenue for three consecutive quarters and has maintained double-digit year-on-year growth for five consecutive quarters [1] Group 1: Company Performance - The company has made significant progress in various innovative fields, including robotics, AI glasses, foldable screens, and servers, contributing to its revenue and profit growth [1] - The AI glasses market is expected to experience explosive growth in 2025, with the company positioned to leverage its manufacturing capabilities and strategic foresight [1] Group 2: Industry Trends - In 2024, the company generated 4.041 billion yuan in revenue from AI glasses and XR wearable devices, focusing on core components and technology development for AR, VR, MR, and AI glasses [2] - The company is a long-term strategic partner of XREAL, contributing to the production of AR glasses and providing essential components and assembly services [2] - Global AI glasses shipments are projected to reach 6.86 million units in 2025, a 265% increase from 2024, indicating a rapidly growing market [3] - The AI glasses industry is expected to evolve into the next major computing platform, with significant sales growth anticipated through 2035 [3][4]